Settings and activity
9 results found
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37 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!An error occurred while saving the comment 
David Falconbury
supported this idea
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29 votes
An error occurred while saving the comment David Falconbury
commented
I would like to see an "Errors" tile added to the Dashboard to track documents that have delivery failures (i.e. invalid email addresses). This would provide a quick way for staff to see there was an issue and to resubmit documents after the email addresses are corrected.
An error occurred while saving the comment David Falconbury
commented
It would benefit us if documents that failed delivery could be identified in a separate Tile on the Dashboard. This would provide a quick way for staff to identify documents that need to be resubmitted and allow managers to track the documents as well.
David Falconbury
supported this idea
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41 votes
Conditional approvals are now available for Editor 2.0 pricing tables: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H33G8HKTT28QHN22170Z94
David Falconbury
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86 votesDavid Falconbury
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289 votesDavid Falconbury
supported this idea
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559 votes
Hi there 👋
I'm excited to share that Linked Fields 🔗 functionality has reached the General Availability release and is now available on all plans with no additional costs.
Linked Fields make it easier for your recipients to fill in required fields with repeated data. Once they enter the required information, they won’t need to re-enter it elsewhere — it will be replicated in all linked fields.
To link a field, start by selecting it, then choose "Copy and link field" in the Properties section on the right panel or in the floating panel. The linked field will have the same settings and field assignment. You can drag and drop the copied field wherever you’d like. Alternatively, you can link fields by copy-pasting or entering a field ID value from one field to another.
For more information, please visit our Help Center.
If you have any feedback or suggestions…
David Falconbury
supported this idea
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298 votes
Great news! Multi-selecting fields to copy and paste or duplicate them is also now available. This means that your most requested usability enhancements for fields, including multi-select to move, assign or delete them are now all available.
Simply press Command (on Mac) or Shift (on Windows) on your keyboard while clicking on multiple fields to select them (Once you do, they'll become framed in blue). Then, you may move, copy-paste, assign or delete all selected fields in one go. For moving multiple fields, simply hold down Option (on Mac) or Ctrl (on Windows) to drag all selected fields together.
Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.
David Falconbury
supported this idea
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519 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're glad to let you know that the feature "Conditional fields" has been released. Please see this link for more information: Conditional fields.
Have a wonderful day!
David Falconbury
supported this idea
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217 votesDavid Falconbury
supported this idea
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This is a must as the unmasked values need to be included on downloaded/printed documents.